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KNOWLEDGE CENTER: Understanding goals-based investment planning — a path to financial success

As the dynamics of personal finance continue to evolve, a more holistic and personalized strategy has emerged. ....

Goals Based Investment , Goal Identification , Customized Portfolios , Risk Management , Dynamic Adjustments , Emotional Well Being , Long Term Perspective ,

KNOWLEDGE CENTER: Understanding goals-based investment planning — a path to financial success

As the dynamics of personal finance continue to evolve, a more holistic and personalized strategy has emerged. ....

Goals Based Investment , Goal Identification , Customized Portfolios , Risk Management , Dynamic Adjustments , Emotional Well Being , Long Term Perspective ,

rebalancing a portfolio: What is rebalancing a portfolio? How to go about it? Rachna Dattani answers

Rachna Dattani says: “One needs to understand that expecting a CAGR return of 12% to 15% is the most logical way of approaching your investment rather than an expectation of 30-35% which has happened over a period of last one year which is kind of very different from what markets have always been.” ....

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long-term perspective: Should you buy Tata Tech in case of a gap-up listing? SAMCO Securities explains

“Tata Tech is the only Indian firm and among a handful globally that serves automotive clients in every stage of product s life cycle from the drawing board to the showroom floor. Now as the firm is expanding into aerospace to anchor clients, the long-term perspective looks attractive for Tata Technologies also.” ....

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Given the Naira's devaluation, what's the best way to save and invest?

Given the Naira's devaluation, what's the best way to save and invest?
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